Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
22%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
SGDM
36
HOLDINGS
17%
ALSO IN AGMI
AGMI
37
HOLDINGS
16%
ALSO IN SGDM
SECTOR DRIFT (SGDM minus AGMI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SGDM |
Weight in AGMI |
Overlap | |
|---|---|---|---|---|
 |
NEWMONT MINING CORP | 7.3% | 9.9% | 7.3% |
 |
SILVER WHEATON CORP | 6.8% | 7.6% | 6.8% |
|
COEUR D'ALENE MINES CORP | 3.7% | 3.2% | 3.2% |
|
TRIPLE FLAG PRECIOUS METALS CORP. | 2.8% | 2.9% | 2.8% |
|
SSR MINING INC | 3.0% | 1.5% | 1.5% |
SGDM Overweight Relative to AGMI
|
AGNICO-EAGLE MINES LTD | 8.9% |
|
FRANCO-NEVADA CORP | 5.8% |
|
KINROSS GOLD CORP | 4.8% |
|
LUNDIN GOLD INC. | 3.5% |
|
DPM METALS INC | 3.2% |
|
IAMGOLD CORP | 3.1% |
 |
HARMONY GOLD MNG-SPON ADR | 3.1% |
|
ALAMOS GOLD INC. | 3.0% |
|
CENTERRA GOLD INC | 2.7% |
|
WESDOME GOLD MINES LTD | 2.6% |
SGDM Underweight Relative to AGMI
 |
INDUSTRIAS PENOLES SAB DE CV | -9.9% |
|
FRESNILLO PLC | -9.3% |
|
DISCOVERY METALS CORP | -6.4% |
|
AYA GOLD & SILVER INC. | -4.7% |
|
FIRST MAJESTIC SILVER CORP | -4.6% |
|
PAN AMERICAN SILVER CORP | -4.1% |
|
ENDEAVOUR SILVER CORP | -4.0% |
 |
ZIJIN MINING GROUP CO LTD-H | -3.8% |
|
SOUTHERN COPPER CORP | -3.7% |
|
SILVERCORP METALS INC | -3.6% |